1. Gemm Learning Accounting Department Accounting

2. Billing Cycle Aka: That time of the month… Prepaid Customers – As sale occurs Monthly customers – 1 st of the month Invoices generated and payment received from monthly and those continuing from prepaid plans Anne and Michelle determine who is continuing based on SF “Active Students” Financing customers – 15 th of the month Payments received Invoices have been generated at time of sale

3. Discussion Points Alternative payment forms Avoid offering exceptions to recurring payment schedule Delayed starts – a time bomb – let’s define Prepay upgrades – when do we offer. Rules? Financing clients – we NEED personal info. Add Agreement Form to Start Check List. Separate email? Refunds – whose call? Communication of requests to Anne via email – no more… Use billing exceptions

4. ??? Questions from Customers ??? Balance on my account – Financing Skip/delay payment – Financing Change payment method/person paying Receipts for service Tax Deductibilty

5. Human Resources Vacation Policy 2 weeks/year 3 weeks after 3 years of service 4 weeks after 10 years of service – Timing is important. For Operations, best times are Sep -May. For Sales, best times are July-Aug and Dec. Sick Leave – stay healthy Unpaid Leave – Where are you going??